Katie Bosler
Apeiron · Dallas, Texas
Katie Bosler is a fee-only financial advisor at Apeiron in Dallas, Texas. Apeiron reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Apeiron |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $852M across 2,387 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6254350 |
| Exams passed | Series 66 (2018) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.apeironplanning.com |
How Katie's firm compares
- Apeiron's average account is about $357,000, from its Form ADV (assets managed divided by 2,387 accounts).
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Questions about Katie
Is Katie Bosler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katie holds no broker registration, and Apeiron reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katie charge for financial advice?
Katie's firm, Apeiron, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katie Bosler based?
Katie Bosler is based in Dallas, Texas.
Is Katie Bosler registered with the SEC?
Yes. Katie Bosler is registered as an investment adviser representative in TX (CRD 6254350), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Apeiron manage?
Apeiron reports $852M across 2,387 accounts in assets under management.
How do I contact Katie Bosler?
Through Katie's website, www.apeironplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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